SAP SE SAP is tying cloud ERP migration to embedded AI, enterprise data and workflow automation. The strategy is meant to move customers from legacy systems into a cleaner cloud model that can support more autonomous business processes. The investor debate is straightforward. Cloud and AI demand are improving SAP’s growth profile, but software license and … Read more
Google Cloud Just Grew 82%. Here's Why Amazon and Microsoft Investors Should Pay Attention Before This Week's Earnings.
The whipping post
Key Points Google Cloud revenue grew 82% in the second quarter, a sharp acceleration. Both Amazon and Microsoft are expected to report significantly lower cloud growth rates. If they can surprise the market with their cloud growth, it could go a long way toward investor confidence. 10 stocks we like better than Alphabet › Alphabet … Read more
Wall Street's Average Price Target for AMD Implies Only 9% Upside. Is the Stock a Buy, Sell, or Hold?
The whipping post
Key Points AMD closed Friday at $521.95, and the average price target across 51 analysts is $570.60 — about 9% higher. The stock trades at about 170 times earnings and about 59 times forward earnings estimates. AMD reports second-quarter results on Tuesday, Aug. 4, after the market closes. 10 stocks we like better than Advanced … Read more
SpaceX's Performance Looks Almost Identical to Past Mega-IPOs — Here's What Usually Happens Next
Key Points Space Exploration Technologies (NASDAQ: SPCX) took off like one of its Falcon 9 rockets in the immediate days following its initial public offering on June 12, 2026. That IPO was one for the record books, ranking as the largest ever. Since then, though, SpaceX’s sizzle has fizzled. Actually, its performance looks almost identical … Read more
Crypto Market Update: Senate Pressed for Action on CLARITY Act
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Friday (July 24) as of 11:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,148.47 , down by 0.6 percent over the past 24 hours. Simon-Peter Massabni, … Read more